This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
AHR Private Clients is the independent private financial advisory arm of AHR Private Wealth a global wealth advisory business. Focusing on bespoke wealth planning and investment management services to private clients.
With over 100 years of combined experience advising high net worth and ultra high net worth individuals in the UK, the advisory team poses a wealth of knowledge in structuring financial solutions. We work closely with our clients and fellow professionals to tailor strategies and planning to suit our clients' specific needs, aims and objectives.
We are independent, qualified advisers with an extensive network meaning that any financial planning needs can be met.
Our most popular services include:
- Investment planning & advice
- Discretionary portfolio management
- Retirement planning
- Pension advice (State or Private)
- Insurance & protection
- Banking & cash management
- Legacy planning & Wills
- Tax & accountancy
- IHT, CGT & Income Tax plannning
- Repatriation of finances (for expats or returning expats)
- Currency Exchange
- AIM, EIS, VCTs
- ESG & Ethical investing
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.